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Run these before the 2026 window closes on December 31. Amounts are 2026 IRS limits — check the ones that fit and bring them to your advisor with your latest Form 1040.

Many doctors consult or subcontract outside of their primary practice. Speaking engagements, consulting arrangements, medical writing, expert review work, survey preparation, and other side gigs outside the medical industry are all common.

A medical career is long, and the financial decisions that you make along the way compound over time.

September is National 401(k) Month, and for high-earning physicians, that designation is more than a calendar curiosity — it's a practical deadline.

Two of the most impactful decisions a practice owner makes are determination of how his or her practice will be legally set up and how it will be taxed.

With a new academic year underway, now is a good time to make sure you are getting the most out of your 529 plan.

A bigger paycheck is always the goal. A bigger tax penalty on top of a bigger tax bill is not.

If you began your first attending position this July, congratulations — the training years are behind you, and the real paycheck has finally arrived.

September marks the ideal time of the year to review your year-to-date 2026 taxable income and deductions to be sure that you're on track to maximize your allowed tax deductions.

A Mid-Year Perspective on Markets, Risk, and Long-Term Wealth

New research shows Earned clients saved or deferred an estimated 3.7% in taxes year-to-date — demonstrating how continuous, integrated tax management can materially improve long-term after-tax wealth

This whitepaper quantifies what we call Earned After-Tax Alpha: the measurable value created by Earned’s integrated, continuous, doctor-centered approach to tax management.

Due to the One Big Beautiful Bill (OBBB), which passed in 2025, eligible children under the age of 18 have the opportunity to get an early jump on retirement savings. Included in the OBBB legislation was a unique savings plan for children under age 18 that allows your child to receive contributions capped at $5,000 annually.

For doctors who own their practice and purchase their own health insurance, the premiums they pay for personal or family health insurance will generally provide a large tax deduction, resulting in significant tax savings annually.

For doctors in private practice, the Solo 401(k) is one of the most powerful retirement savings tools available.

Why financial planning built for physicians does not go far enough for dentists — and what a practice-owner's wealth strategy actually requires.

Valuation is what you are offered. What you keep is determined by preparation, structure, and what happens after the close.

Most dental practice owners know the acronym. Fewer know what it actually measures.